Montgomery County Affidavit of Surviving Spouse Form (Pennsylvania)

All Montgomery County specific forms and documents listed below are included in your immediate download package:

Affidavit of Surviving Spouse Form

Montgomery County Affidavit of Surviving Spouse Form

Fill in the blank form formatted to comply with all recording and content requirements.
Included Montgomery County compliant document last validated/updated 12/23/2024

Affidavit of Surviving Spouse Guide

Montgomery County Affidavit of Surviving Spouse Guide

Line by line guide explaining every blank on the form.
Included Montgomery County compliant document last validated/updated 1/16/2025

Completed Example of the Affidavit of Surviving Spouse Document

Montgomery County Completed Example of the Affidavit of Surviving Spouse Document

Example of a properly completed form for reference.
Included Montgomery County compliant document last validated/updated 8/28/2024

When using these Affidavit of Surviving Spouse forms, the subject real estate must be physically located in Montgomery County. The executed documents should then be recorded in the following office:

Montgomery County Recorder of Deeds

One Montgomery Plaza, Swede and Airy Streets, Suite 303 / PO Box 311, Norristown, Pennsylvania 19404-0311

Hours: 8:30 to 4:15 M-F

Phone: (610) 278-3289

Local jurisdictions located in Montgomery County include:

  • Abington
  • Ambler
  • Arcola
  • Ardmore
  • Audubon
  • Bala Cynwyd
  • Blue Bell
  • Bridgeport
  • Bryn Athyn
  • Cedars
  • Cheltenham
  • Collegeville
  • Colmar
  • Conshohocken
  • Creamery
  • Dresher
  • Eagleville
  • Earlington
  • East Greenville
  • Elkins Park
  • Fairview Village
  • Flourtown
  • Fort Washington
  • Franconia
  • Frederick
  • Gilbertsville
  • Gladwyne
  • Glenside
  • Green Lane
  • Gwynedd
  • Gwynedd Valley
  • Harleysville
  • Hatboro
  • Hatfield
  • Haverford
  • Horsham
  • Huntingdon Valley
  • Jenkintown
  • King Of Prussia
  • Kulpsville
  • Lafayette Hill
  • Lansdale
  • Lederach
  • Mainland
  • Merion Station
  • Mont Clare
  • Montgomeryville
  • Narberth
  • Norristown
  • North Wales
  • Oaks
  • Oreland
  • Palm
  • Pennsburg
  • Perkiomenville
  • Plymouth Meeting
  • Pottstown
  • Red Hill
  • Royersford
  • Salford
  • Salfordville
  • Sassamansville
  • Schwenksville
  • Skippack
  • Souderton
  • Spring House
  • Spring Mount
  • Sumneytown
  • Telford
  • Tylersport
  • Valley Forge
  • West Point
  • Willow Grove
  • Worcester
  • Woxall
  • Wyncote
  • Wynnewood
  • Zieglerville

How long does it take to get my forms?

Forms are available immediately after submitting payment.

How do I get my forms, are they emailed?

Immediately after you submit payment, the Montgomery County forms you order will be available for download directly from your account. You can then download the forms to your computer. If you do not already have an account, one will be created for you as part of the order process, and your login details will be provided to you. If you encounter any issues accessing your forms, please reach out to our support team for assistance. Forms are NOT emailed to you.

What does "validated/updated" mean?

This indicates the most recent date when at least one of the following occurred:

  • Updated: The document was updated or changed to remain compliant.
  • Validated: The document was examined by an attorney or staff, or it was successfully recorded in Montgomery County using our eRecording service.
Are these forms guaranteed to be recordable in Montgomery County?

Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Montgomery County including margin requirements, content requirements, font and font size requirements.

Can the Affidavit of Surviving Spouse forms be re-used?

Yes. You can re-use the forms for your personal use. For example, if you have more than one property in Montgomery County that you need to transfer you would only need to order our forms once for all of your properties in Montgomery County.

What are supplemental forms?

Often when a deed is recorded, additional documents are required by Pennsylvania or Montgomery County. These could be tax related, informational, or even as simple as a coversheet. Supplemental forms are provided for free with your order where available.

What type of files are the forms?

All of our Montgomery County Affidavit of Surviving Spouse forms are PDFs. You will need to have or get Adobe Reader to use our forms. Adobe Reader is free software that most computers already have installed.

Do I need any special software to use these forms?

You will need to have Adobe Reader installed on your computer to use our forms. Adobe Reader is free software that most computers already have installed.

Do I have to enter all of my property information online?

No. The blank forms are downloaded to your computer and you fill them out there, at your convenience.

Can I save the completed form, email it to someone?

Yes, you can save your deed form at any point with your information in it. The forms can also be emailed, blank or complete, as attachments.

Are there any recurring fees involved?

No. Nothing to cancel, no memberships, no recurring fees.

Using an Affidavit of Surviving Spouse or Life Partner in Pennsylvania

The manner of vesting, or the way owners hold title to real property, determines what will happen to that property in the event of their death.

The three options available to co-owners vesting residential real property in Pennsylvania are tenancy in common, joint tenancy, and tenancy by the entirety. A tenancy in common and a joint tenancy are available to two or more owners, whereas a tenancy by the entirety is available only to married couples.

When co-owners vest as tenants in common, each one owns a separate share of the title. A joint tenancy with the right of survivorship means that, upon the death of one joint tenant, the deceased's interest in the property is proportionately distributed to the remaining joint tenants, thus avoiding probate. In tenancy by entirety, both spouses share 100% undivided ownership of the property. Similar to joint tenancy, when the first spouse dies, his or her interest in the property ceases, meaning the surviving spouse becomes the sole owner.

Pennsylvania property held in either a joint tenancy or a tenancy by the entirety vests automatically in the survivor(s) upon the death of an owner. This means that a deed is not required to transfer the decedent's interest. Rather, an affidavit of surviving spouse or life partner may be recorded in the office of the recorder in the appropriate county evidencing the surviving spouse's right to the decedent's interest. Such a document helps to maintain a clear chain of title (ownership history) and may be useful in future title searches.

Affidavits must meet standards for recording in the state of Pennsylvania as well as the requirements for affidavits pertaining to interest in real property as established by 21 P.S. 453, and requires the name, address, and age of the affiant, as well as a legal description of the real property concerned. Further, it states that the affiant was either the legal spouse or life partner of the decedent, and indicates that the supporting documentation -- the death certificate of the decedent and either a marriage license or a certificate of life partnership -- are authorized copies. The affiant makes the sworn statements contained within the affidavit in the presence of a notary public, declaring that they are true, correct, and complete to the best of his or her knowledge.

Each case is unique, so consult a lawyer with questions.

(Pennsylvania AOSS Package includes form, guidelines, and completed example)

Our Promise

The documents you receive here will meet, or exceed, the Montgomery County recording requirements for formatting. If there's an issue caused by our formatting, we'll make it right and refund your payment.

Save Time and Money

Get your Montgomery County Affidavit of Surviving Spouse form done right the first time with Deeds.com Uniform Conveyancing Blanks. At Deeds.com, we understand that your time and money are valuable resources, and we don't want you to face a penalty fee or rejection imposed by a county recorder for submitting nonstandard documents. We constantly review and update our forms to meet rapidly changing state and county recording requirements for roughly 3,500 counties and local jurisdictions.

4.8 out of 5 - ( 4473 Reviews )

Pamela S.

February 7th, 2025

I love the convenience and professionalism!

Reply from Staff

Your satisfaction with our services is of utmost importance to us. Thank you for letting us know how we did!

Michael W.

February 7th, 2025

Excellent product. I am so happy I found Deeds.com!

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

Juanita G.

February 5th, 2025

Easy and efficient service. The communication is on point. Thank you!

Reply from Staff

Thank you for your positive words! We’re thrilled to hear about your experience.

Essence L.

September 19th, 2020

Ordered and filled out the quitclaim forms. Had no issues with preparing or recording, smooth process.

Reply from Staff

Thank you!

Kelly S.

May 19th, 2020

Fast, easy, responsive.

Reply from Staff

Thank you!

Erik G.

January 12th, 2022

Great...

Reply from Staff

Thank you!

Nello P.

January 4th, 2021

very satisfied, useful, and of great assistance

Reply from Staff

Thank you!

Corinna N.

October 20th, 2024

The website made it easy to find and print out the documents I needed. The whole process was straightforward and user-friendly. Highly recommend!

Reply from Staff

We are grateful for your feedback and looking forward to serving you again. Thank you!

Marilyn B.

November 1st, 2019

I do not use the internet much and really am not good with it, but your site which my brother told me about was really easy to use. I would recommend your service to others any time. Thanks for making it user friendly.

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Raymond M.

January 11th, 2020

It would be really nice if you had an example of the document full size that can be examined/read before having to pay. I was gambling that it was the exact document that I needed when I paid my fee. Fortunately, it was, and I commend you for that.

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

JOYCE R.

June 25th, 2019

I am a tax attorney and had worked as a Valuation Engineer with Internal Revenue Service. I can access (almost immediately) complete title reports and transactions history of real estate transfers. It is a joy to have access to your valuable service.


JOYCE REBHUN,JD,MBA,PhD,EA

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

Gertrude H.

October 1st, 2019

I used this form and guide a couple years ago and found it helpful and easy to fill out. Had good results at the Recorder's Office. Would recommend Deeds.com.

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

Greg F.

October 14th, 2022

Sorry that this a little late. I'm VERY HAPPY with everything. The deeds paperwork was just what I was looking for. It was very to fill out, it was different than n the folks used years ago. I called the county clerk, and they were very helpful. Thank you for the paperwork it was easy to use and understand.

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

David B.

January 27th, 2020

I'm not sure how a forms web-site could be so, but I find deeds.com to be sweet.

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

Craig H.

August 18th, 2022

Awesome service! It was so quick and easy.

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!